Salesforce, Inc.
CRM- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001108524
In the last 90 days, Salesforce, Inc. insiders filed 1 open-market purchase and 1 sale; 2,492 institutions reported holding it in 13F filings for Q2 2026, worth $109.5B in total; 4 superinvestors hold it, including Harris Associates (Oakmark) and ValueAct Capital.
13F holders, Q3 2021
Institutional positions in Salesforce, Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,188
- +144 vs. Q2 2021
- Shares held
- 766.9M
- +41.7M (+5.8%) vs. Q2 2021
- Total value
- $207.8B
- +$30.6B (+17.3%) vs. Q2 2021
- New holders
- 228
- 1,206 more added
- Sold out
- 84
- 527 more reduced
27 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CRM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,492 | $109.5B |
| Q1 2026 | 2,696 | $137.9B |
| Q4 2025 | 2,959 | $201.9B |
| Q3 2025 | 2,816 | $179.8B |
| Q2 2025 | 2,960 | $210.0B |
| Q1 2025 | 2,956 | $209.1B |
| Q4 2024 | 3,110 | $258.7B |
| Q3 2024 | 2,657 | $209.1B |
| Q2 2024 | 2,630 | $198.8B |
| Q1 2024 | 2,769 | $235.7B |
| Q4 2023 | 2,601 | $204.8B |
| Q3 2023 | 2,294 | $155.1B |
| Q2 2023 | 2,301 | $161.7B |
| Q1 2023 | 2,183 | $153.3B |
| Q4 2022 | 2,027 | $100.8B |
| Q3 2022 | 2,060 | $111.4B |
| Q2 2022 | 2,140 | $128.2B |
| Q1 2022 | 2,282 | $163.0B |
| Q4 2021 | 2,356 | $195.5B |
| Q3 2021 | 2,188 | $207.8B |
| Q2 2021 | 2,071 | $178.1B |
| Q1 2021 | 1,989 | $151.3B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| American Portfolios Advisors | 10,415 | $2.82M | 0.11% | −280−2.6% | Reduced |
| Townsend & Associates, Inc | 10,354 | $2.83M | 1.40% | +1,547+17.6% | Added |
| Grove Bank & Trust | 10,472 | $2.84M | 0.60% | +438+4.4% | Added |
| Triangle Securities Wealth Management | 10,475 | $2.84M | 0.96% | +113+1.1% | Added |
| Lake Street Advisors Group, LLC | 10,493 | $2.85M | 0.30% | +6,031+135.2% | Added |
| Capital Impact Advisors, LLC | 10,517 | $2.85M | 1.13% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 10,579 | $2.87M | 1.26% | −250−2.3% | Reduced |
| Apollon Wealth Management, LLC | 10,635 | $2.88M | 0.40% | +3,527+49.6% | Added |
| Fortis Capital Management LLC | 10,646 | $2.89M | 1.68% | −90−0.8% | Reduced |
| IMA Wealth, Inc. | 10,648 | $2.89M | 0.68% | −498−4.5% | Reduced |
| Threadgill Financial, LLC | 10,578 | $2.91M | 2.42% | +10,578 | New |
| Stoneridge Investment Partners LLC | 10,751 | $2.92M | 1.46% | +10,751 | New |
| Berkshire Bank | 10,775 | $2.92M | 0.71% | −41−0.4% | Reduced |
| Avitas Wealth Management LLC | 10,779 | $2.92M | 0.53% | −113−1.0% | Reduced |
| PFS Investments Inc. | 9,430 | $2.92M | 0.06% | +1,517+19.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 10,785 | $2.92M | 0.15% | −3,434−24.2% | Reduced |
| Brewin Dolphin Ltd | 10,787 | $2.93M | 0.12% | −21,075−66.1% | Reduced |
| Dana Investment Advisors, Inc. | 10,810 | $2.93M | 0.13% | −1,142−9.6% | Reduced |
| Summit Financial, LLC | 10,836 | $2.94M | 0.25% | +9,210+566.4% | Added |
| Investment Research & Advisory Group, Inc. | 10,803 | $2.94M | 1.96% | −11−0.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 10,918 | $2.96M | 0.13% | +10,918 | New |
| Cypress Asset Management Inc | 10,946 | $2.97M | 0.77% | +22+0.2% | Added |
| People's United Financial, Inc. | 10,949 | $2.97M | 0.07% | +120+1.1% | Added |
| Independence Bank of Kentucky | 10,977 | $2.98M | 1.29% | +300+2.8% | Added |
| Regency Capital Management Inc. | 10,988 | $2.98M | 2.10% | −282−2.5% | Reduced |
| GPM Growth Investors, Inc. | 11,069 | $3.00M | 1.58% | −44−0.4% | Reduced |
| Meridian Wealth Advisors, LLC | 11,073 | $3.00M | 0.84% | +257+2.4% | Added |
| Boltwood Capital Management | 11,085 | $3.01M | 1.21% | −33−0.3% | Reduced |
| Bridge Creek Capital Management LLC | 39,483 | $3.01M | 1.12% | −34−0.1% | Reduced |
| Tiger Management L.L.C. | 11,100 | $3.01M | 0.56% | +11,100 | New |
| Dynamic Advisor Solutions LLC | 11,128 | $3.02M | 0.23% | +665+6.4% | Added |
| Welch & Forbes LLC | 11,133 | $3.02M | 0.05% | −44−0.4% | Reduced |
| Diversified Trust Co | 11,187 | $3.03M | 0.11% | +346+3.2% | Added |
| Cutler Group LP | 11,194 | $3.04M | 0.23% | +9,310+494.2% | Added |
| Empirical Finance, LLC | 11,197 | $3.04M | 0.46% | +780+7.5% | Added |
| Slow Capital, Inc. | 11,214 | $3.04M | 0.56% | +954+9.3% | Added |
| Wunderlich Capital Managemnt | 11,287 | $3.06M | 1.47% | +1,471+15.0% | Added |
| Chicago Partners Investment Group LLC | 10,203 | $3.09M | 0.22% | +152+1.5% | Added |
| Perpetual Investment Management Ltd | 11,409 | $3.09M | 0.39% | +891+8.5% | Added |
| Dakota Wealth Management | 11,475 | $3.11M | 0.36% | −116−1.0% | Reduced |
| Segall Bryant & Hamill, LLC | 11,496 | $3.12M | 0.03% | −262−2.2% | Reduced |
| Ameritas Investment Company, LLC | 11,537 | $3.13M | 0.14% | +10,081+692.4% | Added |
| Verde Capital Management | 11,641 | $3.16M | 1.31% | +457+4.1% | Added |
| Trustmark National Bank Trust Department | 11,672 | $3.17M | 0.25% | +250+2.2% | Added |
| Koshinski Asset Management, Inc. | 11,763 | $3.19M | 0.28% | +4,467+61.2% | Added |
| Centaurus Financial, Inc. | 11,800 | $3.20M | 0.27% | +930+8.6% | Added |
| Pictet Bank & Trust Ltd | 11,833 | $3.21M | 1.98% | +11,833 | New |
| Signaturefd, LLC | 11,917 | $3.23M | 0.11% | +3,308+38.4% | Added |
| Meridian Wealth Management, LLC | 11,915 | $3.23M | 0.40% | +3,730+45.6% | Added |
| Michael B. Yongue | 11,951 | $3.24M | 2.37% | −49−0.4% | Reduced |
| Asio Capital, LLC | 11,977 | $3.25M | 1.12% | +490+4.3% | Added |
| Good Life Advisors, LLC | 12,014 | $3.26M | 0.44% | +10,558+725.1% | Added |
| Ballentine Partners, LLC | 12,025 | $3.26M | 0.11% | +3,533+41.6% | Added |
| TCTC Holdings, LLC | 12,062 | $3.27M | 0.15% | +429+3.7% | Added |
| Kiwi Wealth Investments Limited Partnership | 12,168 | $3.30M | 0.17% | −38,639−76.1% | Reduced |
| Intersect Capital LLC | 12,197 | $3.31M | 0.57% | +213+1.8% | Added |
| Claybrook Capital, LLC | 12,198 | $3.31M | 1.67% | +12,198 | New |
| Grandview Asset Management LLC | 12,228 | $3.32M | 3.41% | −1,257−9.3% | Reduced |
| Eqis Capital Management, Inc. | 12,231 | $3.32M | 0.25% | +2,326+23.5% | Added |
| Lockheed Martin Investment Management Co | 12,236 | $3.32M | 0.18% | −350−2.8% | Reduced |
| Thoroughbred Financial Services, LLC | 12,304 | $3.34M | 0.81% | +315+2.6% | Added |
| Essex Investment Management Co LLC | 12,309 | $3.34M | 0.41% | −155−1.2% | Reduced |
| B. Riley Wealth Management, Inc. | 12,493 | $3.39M | 0.26% | +1,560+14.3% | Added |
| MAI Capital Management | 12,615 | $3.42M | 0.07% | +7,407+142.2% | Added |
| Meiji Yasuda Life Insurance Co | 12,628 | $3.42M | 0.06% | −109−0.9% | Reduced |
| Lincoln National Corp | 12,639 | $3.43M | 0.08% | +317+2.6% | Added |
| Lombard Odier Asset Management (USA) Corp | 12,645 | $3.43M | 0.50% | +12,645 | New |
| Ferris Capital, LLC | 11,339 | $3.44M | 0.74% | +11,339 | New |
| FourThought Financial, LLC | 12,671 | $3.44M | 0.46% | +4,229+50.1% | Added |
| Kempen Capital Management N.V. | 12,684 | $3.44M | 0.12% | +3,903+44.4% | Added |
| Beaumont Asset Management, L.L.C. | 12,719 | $3.45M | 2.57% | +364+2.9% | Added |
| Hixon Zuercher, LLC | 12,763 | $3.46M | 2.02% | +189+1.5% | Added |
| Transcend Wealth Collective, LLC | 11,830 | $3.49M | 0.31% | +11,830 | New |
| KG&L Capital Management,LLC | 13,051 | $3.54M | 1.56% | +113+0.9% | Added |
| Zions Bancorporation, N.A. | 13,061 | $3.54M | 0.36% | +3,464+36.1% | Added |
| Park Avenue Securities LLC | 13,064 | $3.54M | 0.07% | +1,656+14.5% | Added |
| Canandaigua National Corp | 13,085 | $3.55M | 0.58% | +484+3.8% | Added |
| Bank of Hawaii | 13,121 | $3.56M | 0.20% | +2,792+27.0% | Added |
| V Wealth Advisors LLC | 13,149 | $3.57M | 0.56% | −10−0.1% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 13,152 | $3.57M | 1.97% | −477−3.5% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 13,156 | $3.57M | 0.85% | +167+1.3% | Added |
| Pitcairn Co | 13,196 | $3.58M | 0.25% | −249−1.9% | Reduced |
| Ibex Investors LLC | 13,200 | $3.58M | 2.47% | +13,200 | New |
| Kelly Lawrence W & Associates Inc | 13,205 | $3.58M | 0.76% | 00.0% | Unchanged |
| Private Trust Co NA | 13,270 | $3.60M | 0.52% | +1,761+15.3% | Added |
| FNY Investment Advisers, LLC | 13,293 | $3.60M | 1.68% | +13,293 | New |
| Roberts Wealth Advisors, LLC | 13,303 | $3.61M | 1.43% | +13,303 | New |
| Ameritas Investment Partners, Inc. | 13,368 | $3.63M | 0.13% | +518+4.0% | Added |
| Mizuho Securities USA LLC | 13,389 | $3.63M | 0.37% | −1,292−8.8% | Reduced |
| Callahan Advisors, LLC | 13,451 | $3.65M | 0.46% | +901+7.2% | Added |
| Winton Group Ltd | 13,471 | $3.65M | 0.20% | −453−3.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,520 | $3.67M | 0.30% | +264+2.0% | Added |
| Courier Capital LLC | 13,563 | $3.68M | 0.35% | +327+2.5% | Added |
| Bogart Wealth, LLC | 13,602 | $3.69M | 0.38% | +2,232+19.6% | Added |
| Pensionfund DSM Netherlands | 13,600 | $3.69M | 0.47% | +13,600 | New |
| Pinnacle Associates Ltd | 13,615 | $3.69M | 0.07% | +161+1.2% | Added |
| Comerica Securities,inc. | 13,616 | $3.69M | 0.26% | +1,227+9.9% | Added |
| Fulton Bank, N.A. | 13,629 | $3.70M | 0.17% | +620+4.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 14,850 | $3.72M | 0.23% | +4,059+37.6% | Added |
| Connable Office Inc | 13,771 | $3.73M | 0.54% | +13,771 | New |